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Compliance Alert: Medicare Part D Disclosure to CMS

QUICK FACTS In order to make or receive tax-free contributions to a Health Savings Account (HSA), an individual may not have “disqualifying health coverage.” Disqualifying coverage is coverage that pays for or reimburses medical expenses before an individual meets the minimum deductible for coverage under a High Deductible Health Plan (HDHP). Examples of coverage that may disqualify an individual from making or receiving HSA contributions are general-purpose Health Flexible Spending Accounts (HFSA), Medicare, certain onsite health clinics, and certain telemedicine programs. Employers providing HSA contributions are responsible for determining that employees are not covered by any HSA-disqualifying …

https://www.epicbrokers.com/insights/compliance-alert-medicare-part-d-disclosure-to-cms/

2025 Closing the Gap in Women’s Health Report:
Employer Perspectives and Opportunities

The women’s health gap demands both attention and strategic action. Women’s health has long been underrepresented in science, medicine, and employee benefits — but that’s changing. As the workforce evolves, so do expectations around inclusive, comprehensive care. Today’s employers are rethinking their benefits strategies to better support women across all life stages, from preventive care and reproductive health to menopause and beyond. To understand how organizations are responding, we conducted a national survey of nearly 200 benefits leaders to explore their current approaches, motivations, and offerings related to women’s health. Key Findings Include: Only 7% of …

https://www.epicbrokers.com/2025-womens-health-report/

Bill Ferree

Leadership biography William (Bill) Ferree took on an expanded role in October of 2024 and is now President, Northern California region, which is EPIC’s newest region. Based in the San Francisco Bay Area, Bill has overall management responsibility for the Northern California Region, which is comprised of Property & Casualty, Employee Benefits and Surety practices. Areas of specialization in the region include Construction, Trucking and Transportation, Healthcare, Hospitality, Food & Beverage, and Agriculture. Prior to his current role, Bill served as EPIC’s California Sales Leader & Co-Lead for the Pacific Central Region. He began his career in retail commercial insurance …

https://www.epicbrokers.com/about/our-leadership/bill-ferree/

Cook Maran is now EPIC

… delivering the best coverages and value that we can find in the market, then backing it up with superior service. That has always been our single focus and it will not change. View EPIC Auto Dealer’s Services Learn More About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key

https://www.epicbrokers.com/cook-maran-is-now-epic/

EPIC Entertainment: Insuring Your Creative Success

… in entertainment. What we offer actors, directors, producers, artists, bands, promoters, tours, venues and everyone in between is invaluable: an ideal coverage program that offers you both protection and freedom to be creative. COMMERCIAL INSURANCE Reducing overall cost of risk with industry-focused teams and exceptional product experts. Contact Us EMPLOYEE BENEFITS Delivering improved outcomes for benefits programs, employees and the bottom line. Contact Us PRIVATE CLIENT SERVICES Identifying loss exposures and protecting families with customized insurance programs. Contact Us WEALTH MANAGEMENT Empowering clients to maximize success and sustain it for life with our unique platforms. Contact Us We don …

https://www.epicbrokers.com/epic-entertainment-insuring-you/

EPIC Welcomes Jo Mendoza

Jo Mendoza Joins EPIC as Principal We are excited to announce that Jo Mendoza has joined the firm as Principal within our Employee Benefits practice. Jo brings over 20 years of experience partnering with employers to design effective benefit strategies. Her focus area includes formulary management, M&A due diligence, and navigating compliance with HIPAA, ERISA and ACA. Jo’s passion lies in delivering long-term sustainable solutions that support both organizational goals and employee well-being. “We are thrilled to have Jo join our EPIC team and be part of our growth and expansion within our Employee Benefits practice …

https://www.epicbrokers.com/insights/epic-welcomes-jo-mendoza/

EPIC Expands Leadership in Northern California

… following the acquisition of Integro USA in 2019. Sitzmann is the Managing Principal for EPIC’s Lafayette California office and will add the role of Chief Operating Officer for the new region. Sitzmann joined EPIC as a Managing Principal in October of 2022 through EPIC’s acquisition of SLCO LLC., a Contra Costa County-based provider of Employee Benefits, Property & Casualty, and Personal Lines solutions. Pawlo is Executive Managing Principal, Employee Benefits, and will continue her critical role in the new region. Pawlo joined EPIC through the acquisition of Jenkins Insurance Services in July 2014. Her background includes the full

https://www.epicbrokers.com/insights/epic-expands-northern-california-leadership/

EPIC Welcomes Michael Parisi

Michael Parisi Joins the Northeast Region as Principal, Employee Benefits Consulting EPIC is excited to announce that Michael Parisi has joined our team as Principal. Employee benefits Consulting. He has extensive knowledge and expertise in consultative sales, communications, vendor relations, and numerous other areas. Michael is an accomplished, tenacious, and goal-driven business consultant with a passion for promoting products and the leadership skills to drive lasting gains in revenue, market share, and profit performance. “Mike is a tremendous addition to our team,” says Tim Fitzpatrick, Northeast Region Employee Benefits Sales Leader. “His diverse experience in the employee benefits space …

https://www.epicbrokers.com/insights/epic-welcomes-michael-parisi/